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1 © 2012 Ventureneer. All rights reserved. Need Nonprofit Board Members? LinkedIn Helps You Make Connections Nonprofit Coordinating Committee July 17, 2013 Presented by: Michael Davidson, Marc Halpert, and Geri Stengel

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With nearly two million nonprofit board seats open, good board members are hard to find. Yet, according to Taproot Foundation, most professionals want to be on boards. How do nonprofits attract the right professionals to their boards, the ones who want to do the job and who have the particular skills needed by the organization? Well, the simple answer is – just ask. The longer answer is you need a conduit to professionals who care. LinkedIn Board Connect now provides that conduit for nonprofits, at no cost. Ensure your success with 7 tips from board governance and LinkedIn pros, Michael Davidson, Marc Halpert and Geri Stengel.

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Page 1: Linked in board connect npcc-7.17.13

1 © 2012 Ventureneer. All rights reserved.

Need Nonprofit Board

Members? LinkedIn Helps

You Make Connections Nonprofit Coordinating Committee

July 17, 2013 Presented by: Michael Davidson, Marc Halpert, and Geri Stengel

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2 © 2013 Ventureneer. All rights reserved.

Agenda

• Understanding the challenges and the opportunities • 7 ways to ensure LinkedIn Board Member Connect

works for your nonprofit

1. Determine board needs 2. Look your best 3. Build your network

Before you need it 4. Experiment with search 5. Be introduced or go direct 6. Build relationships 7. Orient nonprofit board members

• Use LinkedIn for Other Purposes

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3 © 2012 Ventureneer. All rights reserved.

Understanding the

Challenges and the

Opportunities

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A Searchable Database of

200 Million Affluent Influential People

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Determine the skills

and expertise you

need on your board

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Whose responsibility?

• Role of the Governance

Committee

• Role of the Executive

Director

• Role of the Board Chair

Recruitment Preparation

By purpleslog

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• Our Mission: the social change

we are committed to

• The impact we have had

• The change we could make

• The work of the Board in

achieving that change

• Needed skills, representation

and connections to resources

Create a Board Prospectus

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What Skills and Subject Matter Expertise Are Needed?

• What skills and points-of-view are

missing?

• What connections to resources

and constituencies are needed?

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9 © 2013 Ventureneer. All rights reserved.

Define Recruitment and Orientation Procedures

• Recruitment process

• Candidate interview questions

• Orientation procedures

• Board manual

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10 © 2013 Ventureneer. All rights reserved.

Identifying Candidates

• The more specific you are in identifying skills and resources

needed, the easier it is to find them

• Think broadly about where you might find candidates –

professional organizations, people who have shown an

interest in the organization, etc.

• Board members should always be looking for their

replacements

• Invite the organization’s friends to a candidate identification

meeting

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Look Your Best

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12 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.

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13 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.

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14 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.

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15 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.

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© 2013 Ventureneer. All rights reserved.

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17 © 2012 Ventureneer. All rights reserved. © 2013 Ventureneer. All rights reserved.

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Build Your Network

Before You Need It

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It’s About the Connections of Your Connections

Adapted from Flickr image by Noah Sussman

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LinkedIn Groups

• Use the Search box and begin typing in words describing what

you are looking for.

• See what Groups your own 1st degree connections are joining.

They may be right for you, too!

• Use Groups to expand your own connections and identify

people.

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Example: Animal Welfare nonprofit wants to find

people interested in pets.

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Sample Group Profile

Notice over

38,000 people are

in this Group!

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Experiment With

Search

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© 2013 Ventureneer. All rights reserved.

1. Auto-complete – As you type your

search term you’ll be prompted with

options for what you may be looking for

2. Suggested searches – Now when you

type in a search term you’ll see example

search queries for people or jobs related

to the term as well as a preview of top

results to help you find what you’re

looking for in one click.

3. Smarter query – The more you search

for content on LinkedIn, the more it learns

and understands your intent over time to

provide the most relevant results.

4. Enhanced advanced search – More

filters like location, company, school etc.

5. Automated alerts – Save your searches

and get an alert you when the results

change.

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Advanced Search

Click on “Advanced” for more robust

search features and targeted searching!

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Advanced Search

Board Connect allows

for greater searching

capacity!

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Save Your Searches!

Puts LinkedIn on auto-pilot for you.

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Be Introduced or Go

Direct

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Email Directly, Get Introduced, Use InMail

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Direct: Ask to connect

Direct: Ask to Connect

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Ask a 1st Degree Connection for an Intro

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LinkedIn Board Member Connect

Talent Finder account ($1,000 value) Amplify your ability to search and to reach.

FREE for one person at your nonprofit!

For more info, email:

[email protected]

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InMail Note – Personalize It

Dear xxx,

We share a number of connections on LinkedIn, and an interest in xxx.

I’m on the board of Praxis Housing, a homeless organization in NYC. I

am looking for good people to help with this great organization,

including opportunities from serving on a committee to joining our board.

Based on your skills in xxx and your experience with xxx, you would

make an excellent candidate for our board.

Please let me know a good time to speak and your phone number.

Regards,

Geri

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Build Relationships

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Different Medium Same Rules

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Orient Nonprofit

Board Members to

Ensure Their Success

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• Initial orientation

• Meeting with chair for

committee/project

assignment

• Board mentor connection

• Assessment check in

Support for New Board Members

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What Does the Board Need to Do Its work?

1. A Board management plan

2. Motivated board members

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39 © 2013 Ventureneer. All rights reserved.

A Board Management Plan

• Clear expectations for each board member upon joining the

board and at each year anniversary

• A process to evaluate their performance of those expectations

• Specific deliverables for each committee; made new every

year.

• A process to check on committee progress

• Regular reporting to the board of progress towards its

objectives

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40 © 2013 Ventureneer. All rights reserved.

Motivated Board Members

• Mutually supportive and accountable

• Valuing differences in perspective and skills

• A place for learning

• Fun and collegial

• Achievable and clear objectives

• Open communication

• Willing to compromise

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Use LinkedIn for

Other Purposes

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Auction Gifts

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Going Out of Town:

Setup a Meeting With Someone You Want to Know

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Need an Excuse to Be in Touch: LinkedIn Today

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Wrap up

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A Roadmap to Using Linked Board Member Connect

1. Determining board needs

2. Look your best

3. Build your network Before you need it

4. Experiment with search

5. Be introduced or go direct

6. Build relationships

7. Orient nonprofit board members

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47 © 2013 Ventureneer. All rights reserved.

• LinkedIn Board Member Connect

• Board Tune Up Kit

• 5 Ways to Make LinkedIn Board Connect

Work for Your Nonprofit

• Putting LinkedIn to Use for Your

Nonprofit – articles and more

• Benefits to Being on a Board

• LinkedIn’s Learning Center for Nonprofits

• Other free sources for board candidates:

– boardnetUSA.org

– BoardServeNYC

– New York Junior League Nonprofit

Board Clearinghouse

– Industry associations such as

lawyers, accountants, nurses, etc

• Paid sources for board candidates:

– VCG Governance Matters

– BoardAssist

Resources

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Questions

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Connect With Us

Name Contact Info

Michael Davidson [email protected]

347-431-9452

http://www.boardcoach.com/

http://www.linkedin.com/in/michaelfdavidson

Marc Halpert [email protected]

203-373-0875

http://www.connect2collaborate.com

http://www.linkedin.com/in/marchalpert

@marchalpert

Geri Stengel [email protected]

212-362-3088

http://ventureneer.com/

http://www.linkedin.com/in/geristengel

http://www.facebook.com/Ventureneer

@ventureneer

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